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Intuitive Surgical

1,822 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 783 increasing their positions, 582 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 79

35% more repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 582

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

13% more capital invested

Capital invested by funds: $120B → $135B (+$15.8B)

5% more funds holding

Funds holding: 1,7431,822 (+79)

1.14% more ownership

Funds ownership: 84.7%85.84% (+1.1%)

7% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $1B

Holders
1,822
Holders Change
+79
Holders Change %
+4.53%
% of All Funds
26.31%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.04%
New
182
Increased
783
Reduced
582
Closed
79
Calls
$1.08B
Puts
$1B
Net Calls
+$73.4M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1776
Bruce G. Allen Investments
Colorado
$7.12K
DWS
1777
Dynamic Wealth Strategies
California
$7K -$17.9K -45 -75%
KLWA
1778
Kelly Lawrence W & Associates
California
$6.67K
PP
1779
Pingora Partners
Wyoming
$6.67K
PWMG
1780
Private Wealth Management Group
New Jersey
$6.67K
RFG
1781
REAP Financial Group
Texas
$6.67K
SVCP
1782
Silicon Valley Capital Partners
California
$6.67K
WCM
1783
Westend Capital Management
California
$6.54K
ACM
1784
Anfield Capital Management
California
$6.23K -$1.59K -4 -22%
AFWM
1785
Abich Financial Wealth Management
Virginia
$6.23K +$797 +2 +17%
DPW
1786
DiNuzzo Private Wealth
Pennsylvania
$6.23K +$797 +2 +17%
NMG
1787
New Millennium Group
Utah
$6.23K +$5.58K +14 New
GFPC
1788
Global Financial Private Client
Florida
$5.78K
JGIA
1789
Jackson Grant Investment Advisers
Connecticut
$5.34K
FFA
1790
Frazier Financial Advisors
Ohio
$4.89K -$4.78K -12 -52%
WSC
1791
Wellington Shields & Co
New York
$4.89K +$4.38K +11 New
GWP
1792
Gen-Wealth Partners
Michigan
$4.45K
LIM
1793
Longfellow Investment Management
Massachusetts
$4.45K
ETS
1794
ESL Trust Services
New York
$4.45K +$3.98K +10 New
WIA
1795
Wetzel Investment Advisors
Indiana
$4.39K
TCM
1796
TruNorth Capital Management
Michigan
$4K -$3.19K -8 -47%
WIM
1797
Westside Investment Management
California
$4K +$3.58K +9 New
ECM
1798
Everence Capital Management
Indiana
$3.68K
AP
1799
Aspect Partners
Virginia
$3.56K
GIA
1800
GHP Investment Advisors
Colorado
$3.56K

ISRG Hedge Fund Activity: Q2 2024 in Review

1,822 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2024, worth a combined $135B — up 13% from $120B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new ISRG positions and 79 closed out — a net gain of 103 holders — while 783 added to existing stakes and 582 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $872M. The largest seller was Mirae Asset Global Investments, cutting an estimated $344M.

  • 1,822 institutional investors held Intuitive Surgical (ISRG) as of Q2 2024, up from 1,743 in Q1 2024.
  • Funds reported $135B of Intuitive Surgical stock for Q2 2024, up 13% quarter-over-quarter.
  • 182 funds opened new Intuitive Surgical positions in Q2 2024 and 79 closed out, a net change of +103 holders.
  • The largest Intuitive Surgical buyer in Q2 2024 was JP Morgan Chase, an estimated $872M added.
  • The largest Intuitive Surgical seller in Q2 2024 was Mirae Asset Global Investments, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2024.